Financial Services Coordinator

Senior Manager, Managed Accounts SupervisionAt Wellington-Altus Financial Inc., we are seeking a Senior Manager to join our team. This role will involve supervising the activities of Portfolio Managers with a focus on internal managed account platforms and business standards.The ideal candidate will possess:A bachelor's degree in business administration,...

Company OverviewWellington-Altus Financial Inc. is a leading financial services company that offers a wide range of investment management and regulatory compliance solutions to high-net-worth clients.With over $35 billion in assets under administration, the company has established itself as one of Canada's top-rated investment dealers and a Best Managed...

Job DescriptionWe are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team. As a key member of our operations team, you will play a vital role in ensuring the smooth day-to-day functioning of our business.The successful candidate will be responsible for providing exceptional support to our portfolio managers,...

ParkerBridge is seeking a highly detail-oriented Financial Coordinator to join our team as an Office Manager/Bookkeeper.Job Overview:The successful candidate will be responsible for maintaining accurate financial records, processing invoices, and managing accounts payable and receivable. Additionally, the Financial Coordinator will provide administrative...

descriptions2：About UsAt Wellington-Altus Financial Inc., we pride ourselves on creating a positive and inclusive work environment for our employees. As a leading investment dealer in Canada, we offer a wide range of benefits and career development opportunities.The RoleWe are currently seeking a Marketing & Events Associate to join our team. In this role,...

How You'll Make an Impact:The Financial Aid Coordinator plays a vital role in ensuring that students have access to the financial resources they need to succeed. As a member of our team, you will have the opportunity to make a meaningful difference in the lives of our students and their families.Your Key Responsibilities:Some key responsibilities of the...

Position Description:The Financial Aid Coordinator is responsible for providing critical support to current and prospective students in accessing financial aid resources and navigating the application process. This position requires strong communication and interpersonal skills, as well as the ability to work collaboratively with diverse stakeholders.Main...

About UsPublic Trust is New Zealand's largest trustee services organisation, providing specialist advice on a range of legal, financial, investment, trust, and estate management services to individuals, families, and businesses.We are a purpose-driven, values-led organisation that helps people protect what matters most to them and their whānau. Whether it...

About the Position:We are seeking a highly motivated Accounting Services Coordinator to support our financial operations team. As an Accounting Services Coordinator, you will play a key role in ensuring the accuracy and timeliness of our financial transactions.Responsibilities:Accounts Payable and Receivable: Manage the processing of accounts payable and...

**Company Overview:**We are a dynamic and innovative financial services business that provides a wide range of tailored financial products and advice. Our team is passionate about delivering exceptional service to our clients and providing a supportive and inclusive work environment.Job Summary:**We are seeking an experienced Financial Services Coordinator...

**Company Overview**Wellington-Altus Financial Inc. is a parent company to several subsidiaries, providing comprehensive financial solutions to high-net-worth clients. Founded in 2017, we have grown to become one of Canada's Best Managed Companies.Job Description:Reporting to Senior Investment Advisors at Brad Gross Wealth Advisory Group, the Associate will...

About the RoleAs a Financial Data Coordinator, you will play a crucial role in ensuring that people are paid right, on time and in accordance with legislation. You will be responsible for updating changes within our system, providing support and query resolution on system and employment agreement related policies, legislation, and processes.This role...

Job Description Summary:As a Business Systems Support professional, you will play a critical role in ensuring the smooth operation of our wealth management platform (Envestnet). Your responsibilities will include addressing trade discrepancies, updating transactional data, facilitating customization changes, monitoring platform performance, supporting system...

Role OverviewThe Night Auditor is a critical member of our night team, responsible for maintaining accurate financial records, processing transactions, and providing exceptional guest experiences. This role requires a high level of attention to detail, excellent communication skills, and the ability to work independently in a fast-paced environment. If you...

descriptions3：Job SummaryWe are seeking a Marketing & Events Associate to join our team at Wellington-Altus Financial Inc. The successful candidate will be responsible for developing and implementing marketing strategies to promote our services and products, as well as coordinating events and communications across the practice.Key Responsibilities

descriptions4：About the RoleWe are seeking a highly skilled Marketing & Events Associate to join our team at Wellington-Altus Financial Inc. The successful candidate will be responsible for developing and implementing marketing strategies to promote our services and products, as well as coordinating events and communications across the...

**About Us**Wellington-Altus Financial Inc. is a leading investment dealer in Canada, founded in 2017. Our organization encompasses multiple subsidiaries, including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., and more. With over $35 billion in assets under administration, we provide comprehensive financial solutions to our clients.We...

Job Summary:Chatham University is seeking a qualified Financial Aid Coordinator to join our team. The successful candidate will provide critical support to current and prospective students in accessing financial aid resources and navigating the application process.About Us:Chatham University strives to create an inclusive environment that values diversity,...

About the JobWe are seeking a skilled Financial Services Administrator to join our team. This role involves providing high-quality support to clients in regards to their KiwiSaver, Investment, and Fire & General Insurance products.Key responsibilities include:Shared reception duties; answering incoming calls, greeting clients, and making arrangements for...

About the RoleWe are looking for a skilled Client Support Coordinator to join our team. As a Client Support Coordinator, you will play a key role in delivering exceptional client experiences, supporting portfolio managers, and contributing to the growth and success of our organization.The ideal candidate will possess excellent communication and interpersonal...